GeniusX
Professional Services

Dynamics 365 for Consulting and Professional Services Firms

In a services firm the inventory is people's time, and it's the easiest asset in business to lose track of. Business Central connects timesheets, project budgets, and billing so utilization and realization stop being end-of-quarter surprises.

Book a Discovery CallExplore Business Central

Where Professional Services operations break down

The same problems come up again and again:

Timesheets submitted late, so WIP is a guess until someone chases the team

Fixed-fee projects that quietly go over budget and get discovered at invoicing

Utilization known at the firm level but never by practice, project, or person

Unbilled work aging on the books because nobody owns the review

Business Central for Professional Services

Configured around how professional services businesses actually operate:

Explore Business Central
  • Project budgets against actuals by task, phase, and resource, updated as time is entered
  • Time and expense capture from mobile with an approval workflow that actually gets used
  • WIP, revenue recognition, and unbilled aging reported without a manual roll-up
  • Resource scheduling that shows who is available before you commit to a start date

Dynamics 365 Sales for Professional Services

A CRM built around how professional services teams actually sell:

Explore Dynamics 365 Sales
  • Opportunity pipeline with proposed staffing, so sales and capacity planning share a view
  • Proposal and statement-of-work generation from templates tied to rate cards
  • Renewal and follow-on tracking for retainer and multi-phase engagements
  • Referral and relationship mapping across a partner network

Dynamics 365 Customer Service for Professional Services

Support and case management built for professional services teams:

Explore Customer Service
  • Client request intake with SLA tracking on retained support agreements
  • Case history visible to whoever the client reaches, not just the assigned consultant
  • Knowledge base to stop the same question consuming senior time repeatedly
  • Client portal for ticket status, deliverables, and invoice history
Compliance

Built for Canadian Requirements

GST/HST applied by client province, including place-of-supply rules for services delivered remotely

Multi-currency billing for US and international clients with CAD reporting

Contractor versus employee cost tracking that supports CRA classification requirements

FAQ

Frequently Asked Questions

Yes — Business Central supports hourly, fixed-fee, and retainer billing on the same project setup, so a firm running all three models doesn't need separate systems or manual workarounds to invoice correctly.

Ready to see what Business Central can do for your professional services business?

Book a call with a GeniusX consultant. We'll listen to how your business runs, ask the questions that matter, and give you a clear picture of what an implementation would actually involve.